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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1051
Cooper Financial Group
California
$546K -$2.15K -8 -0.4%
KBFS
1052
Kohmann Bosshard Financial Services
Ohio
$539K – – –
MCM
1053
McRae Capital Management
New Jersey
$539K – – –
RFN
1054
RDA Financial Network
Iowa
$538K +$44.4K +165 +10%
IAMOG
1055
Investors Asset Management of Georgia
Georgia
$537K -$2.42K -9 -0.5%
FC
1056
Financial Consulate
Maryland
$531K -$111K -411 -18%
DI
1057
Diligent Investors
California
$530K +$504K +1,871 New
GW
1058
GW & Wade
Massachusetts
$528K -$103K -383 -17%
W
1059
WealthStone
Ohio
$522K +$496K +1,843 New
1SB
1060
1ST Source Bank
Indiana
$522K – – –
MS
1061
Madden Securities
Texas
$520K +$494K +1,836 New
FSA
1062
Fort Sheridan Advisors
Illinois
$519K -$42.5K -158 -8%
AIA
1063
Arcadia Investment Advisors
Idaho
$519K -$27.7K -103 -5%
UB
1064
UMB Bank
Missouri
$517K – – –
TTWM
1065
TCV Trust & Wealth Management
Virginia
$516K – – –
MCCP
1066
Mission Creek Capital Partners
California
$515K – – –
FWCM
1067
Ferguson Wellman Capital Management
Oregon
$513K -$20.2K -75 -4%
OEP
1068
Ocean Endowment Partners
Illinois
$513K +$95.8K +356 +20%
OWM
1069
Orgel Wealth Management
Wisconsin
$512K – – –
C
1070
Certuity
Florida
$510K -$106K -392 -18%
AIM
1071
Axiom Investment Management
New York
$506K – – –
LFG
1072
LifePlan Financial Group
Ohio
$506K +$16.4K +61 +4%
RIL
1073
Rothschild Investment LLC
Illinois
$503K +$103K +383 +27%
LP
1074
LGL Partners
Pennsylvania
$501K -$681K -2,530 -59%
RM
1075
Resource Management
Louisiana
$501K – – –
41 42
43
44 45